Compare · 2 funds side by side · dividends reinvested

CBLS and JEPI

CBLSChangebridge×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

CBLS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.1

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.90%−0.1%−1.3%+14.0%+1.3%−21.2%19.9%$31M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CBLS 2020 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Clough Hedged Equity ETF · $31M$10,693

CBLS

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested · they hold 14.3% in common

CBLSMeasureJEPI

−0.1%Year to dateJan 1 → Nov 6+5.3%

−1.3%1 yearTotal return+8.2%

+14.0%3 years · per year$10,000 became $14,811 · $13,562+10.7%

+1.3%5 years · per year$10,000 became $10,693 · $14,118+7.1%

1.89%Expense ratio$189 · $35 a year on $10k · lower is better0.35%

0.90%Trailing 12-mo yield$90 · $809 a year on $10k8.09%

−21.2%Worst dropSmaller is better−6.7%

19.9%VolatilityLower is calmer8.8%

CBLSJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CBLS vs JEPI: Top 5 Holdings

Today

CBLS

14.9%in top 5

JEPI

in top 59.9%

CBLSStockJEPI

3.3%ROLnot top 5

3.2%SNnot top 5

2.9%CMGnot top 5

2.8%UNHnot top 5

2.7%PHMnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common14.3%

End-of-day Nov 6, 2026 · share of each fund

CBLS vs JEPI Returns, Every Period

ChangebridgeCBLS

+1.3%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

CBLSJEPIFaded: behind in that period

1–3JEPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: CBLS vs JEPI

YTD

ChangebridgeCBLS

−0.1%

JEPIJ.P. Morgan

+5.3%

−0.1%Year to date+5.3%

−21.2%Worst drop · 1Y−6.7%

19.9%Volatility · 1Y8.8%

0.9%Yield8.1%

$30.8MAssets$45.2B

4–0JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CBLS, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

CBLS1.89%$189

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CBLS, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

CBLS0.90%$90

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CBLS$90 − $189 = −$99

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CBLS, JEPI

Today

14.3%most shared, CBLS and JEPI

CBLSJEPI

CBLS—14.3%

JEPI14.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

CBLSWorst drop−21.2%19.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICBLS

+5.3%Year to date−0.1%

8.1%Yield0.9%

+8.2%Past year−1.3%

0.35%Fee1.89%

4–0JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026